Helping You Create Your Evolving Financial Plan

Financial success does not happen by chance, it requires a conscious decision by you and the expertise of a skilled Advisor with your best interest at heart. I am committed to helping my clients achieve their goals and will work tirelessly along with my team to help them do so.

Creating and implementing a financial plan is a complex and ever-evolving process. Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime as you begin your career or launch a business, start a family, educate your children, and enter retirement. To help make this process as streamlined as possible for our clients, we follow a four step planning process:

1. Get to know you and learn about your personal, professional, and financial goals

2. Review and analyze your goals to inform the development of your personalized financial plan

3. Implement your plan utilizing the best products and solutions available in the marketplace

4. Systematically review and update your plan to ensure that you remain on track to meet your ever changing goals

My team of seasoned Advisors and operations staff work closely with you to understand your goals develop your personalized financial plan. This team-based approach allows us to leverage our collective experience and expertise to determine the most effective and tax-efficient solutions for your wealth accumulation, distribution, and risk management needs.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Chandresh Shah is a Representative of Northwestern Mutual Wealth Management Company®, (NMWMC) Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM, and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance), a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org).

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Chandresh Shah is primarily licensed in New York and may be licensed in other states.